Bank of Montreal’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $764K | Buy |
4,838
+1,809
| +60% | +$343K | ﹤0.01% | 2182 |
|
|
2025
Q4 | $705K | Buy |
3,029
+20
| +0.7% | +$4.75K | ﹤0.01% | 2153 |
|
|
2025
Q3 | $829K | Sell |
3,009
-201
| -6% | -$54.3K | ﹤0.01% | 2037 |
|
|
2025
Q2 | $739K | Sell |
3,210
-425
| -12% | -$92.6K | ﹤0.01% | 2056 |
|
|
2025
Q1 | $799K | Sell |
3,635
-45
| -1% | -$10.3K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $908K | Sell |
3,680
-16,519
| -82% | -$3.87M | ﹤0.01% | 1920 |
|
|
2024
Q3 | $4.74M | Buy |
20,199
+17,074
| +546% | +$3.99M | ﹤0.01% | 1346 |
|
|
2024
Q2 | $778K | Sell |
3,125
-789
| -20% | -$184K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $982K | Sell |
3,914
-2,230
| -36% | -$481K | ﹤0.01% | 2015 |
|
|
2023
Q4 | $1.1M | Buy |
+6,144
| New | +$1.15M | ﹤0.01% | 1989 |
|
|
2023
Q3 | – | Sell |
-1,147
| Closed | -$201K | – | 3793 |
|
|
2023
Q2 | $201K | Buy |
+1,147
| New | +$167K | ﹤0.01% | 3222 |
|
|
2022
Q3 | – | Sell |
-3,750
| Closed | -$383 | – | 4057 |
|
|
2022
Q2 | $383 | Buy |
+3,750
| New | +$378K | ﹤0.01% | 2847 |
|
|
2021
Q2 | – | Sell |
-992
| Closed | -$141K | – | 3699 |
|
|
2021
Q1 | $141K | Sell |
992
-1,977
| -67% | -$307K | ﹤0.01% | 3246 |
|
|
2020
Q4 | $475K | Buy |
2,969
+1,682
| +131% | +$269K | ﹤0.01% | 2735 |
|
|
2020
Q3 | $202K | Sell |
1,287
-435
| -25% | -$67K | ﹤0.01% | 2740 |
|
|
2020
Q2 | $278K | Buy |
1,722
+1,278
| +288% | +$167K | ﹤0.01% | 2567 |
|
|
2020
Q1 | $40K | Sell |
444
-1,985
| -82% | -$237K | ﹤0.01% | 2979 |
|
|
2019
Q4 | $267K | Buy |
2,429
+606
| +33% | +$61.8K | ﹤0.01% | 3003 |
|
|
2019
Q3 | $173K | Buy |
1,823
+92
| +5% | +$9.15K | ﹤0.01% | 2992 |
|
|
2019
Q2 | $177K | Buy |
1,731
+1,287
| +290% | +$122K | ﹤0.01% | 2996 |
|
|
2019
Q1 | $35K | Sell |
444
-319
| -42% | -$21.3K | ﹤0.01% | 3480 |
|
|
2018
Q4 | $45K | Buy |
763
+114
| +18% | +$6.92K | ﹤0.01% | 3314 |
|
|
2018
Q3 | $51K | Buy |
649
+100
| +18% | +$7.56K | ﹤0.01% | 3382 |
|
|
2018
Q2 | $33K | Buy |
549
+105
| +24% | +$5.72K | ﹤0.01% | 3575 |
|
|
2018
Q1 | $18K | Hold |
444
| – | – | ﹤0.01% | 3578 |
|
|
2017
Q4 | $18K | Hold |
444
| – | – | ﹤0.01% | 3619 |
|
|
2017
Q3 | $21K | Hold |
444
| – | – | ﹤0.01% | 3495 |
|
|
2017
Q2 | $14K | Hold |
444
| – | – | ﹤0.01% | 3631 |
|
|
2017
Q1 | $12K | Hold |
444
| – | – | ﹤0.01% | 3494 |
|
|
2016
Q4 | $10K | Buy |
+444
| New | +$9.24K | ﹤0.01% | 3590 |
|
|
2016
Q1 | – | Sell |
-198
| Closed | -$3K | – | 4170 |
|
|
2015
Q4 | $3K | Buy |
+198
| New | +$3.32K | ﹤0.01% | 3894 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
Bank of Montreal's APPF Position: Q1 2026 in Review
Bank of Montreal increased its AppFolio (APPF) stake by 60% in Q1 2026, buying an estimated $343K and bringing the position to 4,838 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.
Bank of Montreal first reported a position in APPF in Q4 2015 and has held it in 31 quarters since. The position peaked at $4.74M in Q3 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.
- Bank of Montreal held 4,838 shares of AppFolio worth $764K as of Q1 2026.
- Bank of Montreal bought 1,809 AppFolio shares in Q1 2026, an estimated $343K.
- AppFolio made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2182 holding.
- Bank of Montreal first reported a position in AppFolio in Q4 2015 and has held it in 31 quarters since.
- Bank of Montreal's AppFolio position peaked at $4.74M in Q3 2024.
- 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.